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Listen to Thrive Financial Services Retirement Roadmap live every Saturday at 6am! Join David and Karen Bezar, Bret Elam and Joe Krause for a Saturday Morning coffee table conversation about retirement planning. Go to thrivefinancialservices.com after the show and call for your free copy of the new book: Roadmap to Retirement. Fueled by the desire to provide honest information. Flourish, Prosper, Success - through education. Content provided by JAKIB Media.
 
Unlock the business value of AI in financial services with in-depth interviews on trends, use-cases, and cutting-edge best practices. In each episode, Emerj Founder Daniel Faggella interviews leaders at firms like HSBC, Citigroup, and Visa - as well as AI innovators from Silicon Valley and around the world. Subscribe to Emerj's weekly AI newsletter by downloading our "AI in Financial Services Cheat Sheet" PDF guide: https://emerj.com/fin1
 
Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
 
If change is the only constant, we need to understand how our industries are evolving, and how we can be a part of the transformation that is taking place. In this series, we deep-dive into some of the hottest and most pivotal topics in the financial services industry right now, including personalisation in financial services, embedded financial services and the mobile payment revolution. To gain an informed and accurate perspective, we speak to innovative individuals from banking institutio ...
 
The lang cat‘s Tom McPhail talks with industry experts and insiders about pensions and investments, regulation, technology, politics and policy-making . Grown-up financial services insights for people who work here. Tom is one of the industry‘s leading experts on pensions and retirement for over 20 years and former Head of Policy for the FTSE100 firm Hargreaves Lansdown. You can also find him on Twitter as @pensionsmonkey
 
Joseph Stone Capital, LLC is a Full-Service Broker firm with decades of experience in helping investors innovate, transform, and lead. Joseph Stone Capital, LLC upholds a culture of powerful philosophies and unique monetary strategies. We continue to strive to exceed the demands of the investment industry with valuable insight and financial guidance, while taking the time to understand your individual needs and what matters most to you.
 
Flex and the City is about bringing heart and soul back into financial services. Rachel Treece, CEO of fts global and The Henka Institute interviews some of the industries great leaders talks with them as human beings, their leadership style and asks them what is going to make financial services great again.
 
This podcast series brings to life articles on M&A topics in the financial services industry (FSI). It addresses how operating environments for insurers, banks, and other financial services firms are undergoing dramatic change—from shifting regulations to new entrants that disrupt traditional service models and everything in between. Each episode focuses on changes in the industry and what your company should do in response.
 
DiverCity Podcast is all about equality, inclusion, and diversity in financial services, with leading commentators from around the world bringing fresh perspectives to the D&I debate. Hosted by Julia Streets, on each episode we seek to shine a light on positive progress, call out areas requiring further focus and offer lots of ideas to help drive change.
 
The Financial Services Council represents Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks and licensed trustee companies. The Council has more than 100 members who are responsible for investing more than $2.8 trillion on behalf of 13million Australians. The pool of funds under management is larger than Australia’s GDP and the capitalisation of the Australian Securities Exchange and is the fourth largest pool of ma ...
 
A podcast which explores the challenges incumbent financial service brands face when looking to deliver a customer experience which is comparable if not better than the experiences provided by the launch of challenger brands. Each episode will involve a deep dive interview with client-side marketers and industry experts. And will explore a different aspect of what goes on behind the scenes when looking to deliver a great digital experience such as design, marketing, UX, technology, data, pro ...
 
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show series
 
Reels are short videos, normally around a minute and some brokers are getting millions of views and hundreds of leads.Ash Borland joins us to discuss whether this is an easy-to-do sustainable source of leads or whether is it harder than it looks.Ash Borland, Alex Curtis
 
This is the big one, clear the diary, wrap a wet towel round your head and get to grips with the Consumer Duty. In this episode, Mike Barrett and I discuss the key challenges and how firms can survive and thrive in this new world order. Links: PS22/9: A new Consumer Duty (fca.org.uk) FG22/5: Final non-Handbook Guidance for firms on the Consumer Dut…
 
In today’s episode, we’re talking about becoming data-driven in financial services. Our guest is Tanvi Singh. At the time of this recording, she was wrapping up nearly eight years with Credit Suisse, most recently as Managing Director of Digital Transformation and Product Labs. She is now the Group Head of the ADA Foundations Hub at UBS. There are …
 
One of the financial services spaces that fintech is most effectively disrupting is payments. Fintech innovation is making it easier than ever to make payments and get paid, eliminating the need for the clumsy and outdated systems involving IBANs and SWIFT codes that have dominated these processes for far too long. In this episode, we are unpacking…
 
Joseph Stone Capital, LLC is a Full-Service Broker firm with decades of experience in helping investors innovate, transform, and lead. Financial Advisor Joseph Stone Capital, LLC upholds a culture of powerful philosophies and unique monetary strategies.
 
In this special edition Swift Chat from the Investments & Wealth Institute's ACE Academy 2022, Marie Swift interviews a range of guests from the IWI Digital Hive including: Jeffrey Levine, Chief Planning Officer of Buckingham Strategic Wealth Partners Stephen J. Resch, Vice President of Retirement Strategies of Finance of America Reverse LLC Dan Wa…
 
Alain Desmier set up Contact State to help clean up the lead buying industry using innovative tech.Contact State helps companies buy confidently and profitably from Europe’s best and most trusted lead generation firms.We catch up on what's changed since we last heard from Alain (ep35) three years ago!We discuss what the imminent "Consumer Duty" mea…
 
You'll find out why websites are so important and why some websites can climb the Google rankings much faster than others.In this episode, Alex talks you through the key components we look at when performing a website audit, from how the website could get more visitors to converting those visitors into enquiries.…
 
Valerie is addicted to learning and consuming knowledge. She is a digital marketing strategist, speaker, author, and trainer who helps busy experts share their brand message and expertise with the world with the power of authority-building content. She helps them position them as the leaders in the field with the power of digital marketing, social …
 
If you want a perspective on UK pension provision and policy from someone who has spent time working on other pension systems around the world, Jamie Jenkins from Royal London is your man. We talk here mostly about UK pensions but with some interesting insights from others' experieneces.the lang cat
 
What do you think is the most pressing pain point for SMEs in the MENA region? Pluto Card Co-Founder and CEO Mo Aziz believes it is the inefficiency of B2B payments and how they limit small businesses' ability to pay and get paid safely and seamlessly. Pluto Card is on a mission to revolutionise this process. Mo stepped up to the mic on The Future …
 
Joseph Stone Capital, LLC Financial Advisor has upheld a culture of powerful philosophies and unique monetary strategies for our clients. We continue to strive to exceed the demands of the investment industry with valuable insight and financial guidance while taking the time to understand your individual needs and what matters most to you.…
 
Many in the industry, myself included, have worried the advice/guidance boundary prevents businesses from helping their customers. With the help of Ian Beestin of Money Alive and Philip Hodges of Guiide, this episode explores how Guidance can in fact work within the current framework. Guiide the Happy Retirement Designer Risk Management Via Video E…
 
In this special edition of Swift Chats recorded live at the 2022 Morningstar Investment Conference, Jonny Swift interviews a range of guests live from the Social / Digital Hub. The episode features: - Shawna Ohm, Founder of Content 151 - Katryna Deligiannis, Senior Social Media Manager at Morningstar - Aleksandr Spencer, CFA, Chief Investment Offic…
 
"Don't allow the regulatory imperative to extinguish agency and the power of people " said Noel Fessey, CEO of European Fund Administration, with enthusiasm and sapient wisdom. I loved interviewing Noel who brings a wealth of knowledge from the military and from history to the financial services industry. He speaks with passion and authority about …
 
Some of the best leads are the people who call you directly. It sounds obvious but if you miss that call then that opportunity has gone.No matter the size of the business it's normally rare that someone is free to answer straight away.This is why so many advisers use a call answering service like MiPa which also helps out with admin too. Emma and h…
 
Today we are discussing the topic of anti-money laundering, a primary regulatory concern for financial services organizations. Our guest is Dr. Scott Nowson, Artificial Intelligence Leader at PwC. PwC is one of the largest financial services companies in the world. In this episode, Scott dives in on reducing false positives for anti-money launderin…
 
Annuities have fallen out of fashion in recent years; given their obvious efficiency and utility, this begs the question, how and when will they be rehabilitated. Mark Ormston of Retirement Line gives us his perspective. www.retirementline.co.uk Retirement income market data 2020/21 | FCA Retirement income market study | FCA Retirement Outcomes Rev…
 
If an adviser or firm is looking for a cash flow boost they often look for remortgage leads. By some, it’s seen as quicker and easier business so naturally, they want to get more leads in.I wish it was dead simple to get in some cheap, easy, quality remortgage leads but unfortunately, it isn’t.You're up against public perception (of whether they ne…
 
Within the next two years, 4 billion people will be using digital wallets and the global mobile payments market size is expected to hit US$5.5 billion by 2024. EP2 of The Future of Financial Services explores how increasing mobile penetration, the notoriously high numbers of under- and unbanked individuals, and rapid development in the fintech spac…
 
In this first episode of the new Swift Chat / FAR Sight Advisor series from Finance America Reverse (FAR) and their Retirement Strategies Division: A select group of financial planning practitioners and financial services professionals participated in a live roundtable setting to talk about the most pressing challenges and concerns as well as the m…
 
Financial Advisor Joseph Stone Capital, LLC, is a fully disclosed broker-dealer and member of FINRA and SIPC. FINRA Rule 3510 requires each member firm to create and maintain a business continuity plan. In accordance with the rule, the Firm has developed a plan to ensure the continuity of operations during business emergencies and disruptions. Jose…
 
In this episode, Tom talks about the equity release market and how it fits with later life financial planning. He also dissects recent publications, from the FCA/TPR on the pensions consumer journey and from the DWP on helping savers understand their pension choices HOUSE RULES - the lang cat (langcatfinancial.co.uk) FS22/3: Pensions consumer journ…
 
In this Swift Chat video conversation, Marie Swift speaks with Reese Harper CFP, CEO of the Elements Financial Planning System about his innovative software system and how it can support financial advisors throughout their practice from client acquisition to portfolio management to client engagement. The two discuss how Harper built both Dentist Ad…
 
If you need a shot of adrenaline then this chat is it! Alex came away feeling very motivated after this chat and got loads of work done that afternoon!Julia Smith is a regional business consultant for the Openwork Partnership and works with a lot of successful firms in the network.We discuss why Openwork is a great network and what she sees all the…
 
Financial Advisor Joseph Stone Capital, LLC has upheld a culture of powerful philosophies and unique monetary strategies for our clients. We continue to strive to exceed the demands of the investment industry with valuable insight and financial guidance while taking the time to understand your individual needs and what matters most to you. Joseph S…
 
“For every project initiative, I create a strategy with an optimal outcome in mind—whether customer experience or operational efficiency—before moving on to successful execution.” Padma Chukka It's in Padma’s nature to question the status quo, because she values efficiency. Don't you? It started at the beginning of her career as a software engineer…
 
Campbell Fleming is a legend in the financial services industry. He is CEO of AssetCo plc and Chairman of The Big Exchange. Anyone who has met Campbell will be touched by the way he makes them feel. Human. From a humble background down under to barrister to financial services game changer. Humility remains firmly at Campbell's heart.❤️ Campbell men…
 
From pension freedoms, through workplace pensions to the new engagement season advocated by the Pensions Minister, better consumer engagement on pensions is a vital element of delivering better retirement outcomes.the lang cat
 
Our first ever guest from episode 1 joins us for this 200th Episode special. We catch up with Pete Matthew from the Meaningful Money podcast to find out more about him, his firm and his content marketing strategy.Alex Curtis, Pete Matthew
 
The financial services sector is one of the most rapidly evolving spaces in the financial world right now. As global business leader Arvind Sankaran said, "We are witnessing the creative destruction of financial services, rearranging itself around the consumer. Whoever does this in the most relevant, exciting way using data and digital wins." In th…
 
In this special edition of Swift Chats recorded live at the 2022 T3 Technology Tools for Today Conference, Marie Swift and Jonny Swift interview a range of guests from their booth in Podcast Alley at the event. The episode features: ​- Joel Bruckenstein, President of Technology Tools for Today - John Mackowiak, Chief Business Development Officer at…
 
Pension Credit is money the government struggles to give away. Henry Tapper of Age Wage and I talk through the issues. We also get onto Value For Money, retirement income and CDC schemes. Henry’s blog: Henry Tapperthe lang cat
 
Should you be thinking about Pay Per Click advertising before you launch your new website? If so what exactly do you need to consider?Tom Maplethorpe joins Alex Curtis to discuss exactly this.Alex Curtis, Tom Maplethorpe
 
With a career in financial services spanning 26 years, Simon specializes in the creation and execution of technology strategies that deliver real business transformation. In the past five years, he has been the driving force behind AXA UK’s tech shifts in the areas of digital workplace, customer experience and artificial intelligence. Simon has foc…
 
Today’s guest is Stefan Boronea, CTO of Proportunity. Proportunity is a London-based firm focused on home lending and the future of finance. The topic of this episode is the future of lending and extending credit risk for lenders. In this interview, Stefan discusses the current trends in credit lending and where the gaps might be filled in with AI …
 
Joseph Stone Capital, LLC, is a fully disclosed broker-dealer and member of FINRA and SIPC. FINRA Rule 3510 requires each member firm to create and maintain a business continuity plan. In accordance with the rule, the Firm has developed a plan to ensure the continuity of operations during business emergencies and disruptions.…
 
This week on Flex and the City I interview Jurgen Vanhoenacker, Executive Director of Sales, Marketing and Wealth Structures at Lombard International Assurance. Have you heard about AC/DC and the way in which they managed sustainable performance? Meet Financial Services' very own lead guitarist and celebrated hard rocker Jurgen Vanhoenacker. There …
 
Should you put your face on your website? Do people want to know who you and your team are? Bob Gentle join us to discuss whether you should consider featuring your personal brand on your website.The Lead Engine
 
Welcome to The Change Officer Podcast’s Future of Financial Services Series. If change is the only constant, we need to understand how our industries are evolving, and how we can be a part of the transformation that is taking place. In this series, we are deep-diving into some of the hottest and most pivotal topics in the financial services industr…
 
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